Final agenda dated October 22, delivered October 23. Speakers are IRS unless another organization is named. Exact meeting room is not stated.
8:15–8:45 AMContinental breakfastIncluded on the final working-group agenda.
8:45–8:50 AMOpeningModerators: Manny Dominguez (H&R Block), Lauren Hagwood (Intuit), Amanda White (FileYourTaxes.com).
8:50–9:25 AMFiling season, 2027, ZPI & IRISRobert “Ski” Anuszewski, Andrew Beckwith, John Kalinoski, Billie Crawford (virtual).
9:25–9:55 AMRICS: Saver’s Match & modernizing paymentsJim Clifford; Brenda Walsh and Nancy Gilmore (Saver’s Match); Denise Davis (payments, virtual).
9:55–10:10 AMOnline accountsSanjay Patel (virtual) and Adheet Gaddamanugu.
10:20–10:40 AMEFTPSChristian Garcia, Bureau of Fiscal Service.
10:40–11:10 AM2027 tax forms & publicationsVictor Aledo, Maria Cheeks, Darron Hamilton (virtual), Curt Freeman (virtual).
11:10–11:45 AMCAF submissionsCarl Horn II, Pavan Vemuri, Shawn M. Baker.
11:45 AM–12:15 PMBreakThe organizer labels this a break, not lunch. Hotel checkout is noon.
12:15–12:40 PMTaxpayer experience & IRS appCourtney Kay-Decker, John Guyton, Jim Keith.
12:40–1:00 PMTax Professional Management OfficeChris Pleffner.
1:00–1:30 PMAI to SIKaschit Pandya, IRS CIO.
1:30–2:00 PMClosingNo speaker specified; the program ends no later than 2:00 PM.
Friday final agenda & full speaker details ↗